Suncorp Valuations, Inc. 401(K) Plan — Form 5500 plan (Suncorp Valuations, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Suncorp Valuations, Inc. 401(K) Plan is a benefit plan reported by Suncorp Valuations, Inc. under EIN 88-0496039 and plan number 001. The latest loaded filing year is 2023. The filing reports 16 participants and $1,431,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suncorp Valuations, Inc.
- EIN
- 88-0496039
- Plan number
- 001
- Plan type
- 2
- Location
- Grafton, WI
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $1,431,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20240617153515NAL0001680753001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,431,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,431,768
- Net assets (BOY)
- $1,089,008
Income & contributions
- Employer contributions
- $43,330
- Participant contributions
- $69,567
- Total income / additions
- $369,447
Expenses & distributions
- Benefits paid
- $22,781
- Administrative expenses
- $3,906
- Total expenses
- $26,687
- Net increase / (decrease)
- $342,760
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.